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1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
1026
Marino Stram & Associates
Massachusetts
$50K +$47K +830 New
LFA
1027
Legacy Financial Advisors
Kentucky
$48K +$45K +794 New
TCM
1028
Tradewinds Capital Management
Washington
$47K
PCM
1029
Poehling Capital Management
Wisconsin
$47K +$44.2K +780 New
SIM
1030
Sonora Investment Management
Arizona
$45.8K
MPWT
1031
MassMutual Private Wealth & Trust
Connecticut
$45.4K -$170 -3 -0.4%
VCM
1032
Versant Capital Management
Arizona
$45K +$5.44K +96 +15%
RIA
1033
RPG Investment Advisory
California
$43K -$68K -1,200 -63%
ADL
1034
Asset Dedication LLC
California
$41K
WIM
1035
Westside Investment Management
California
$39.4K
SFSIG
1036
San Francisco Sentry Investment Group
California
$39K +$7.25K +128 +24%
IBOK
1037
Independence Bank of Kentucky
Kentucky
$39K +$36.8K +650 New
APA
1038
American Portfolios Advisors
New York
$38.9K +$36.3K +641 New
PCP
1039
Proficio Capital Partners
Massachusetts
$38K +$1.76K +31 +5%
JCM
1040
Jacobi Capital Management
Pennsylvania
$38K +$3.29K +58 +10%
FIB
1041
First Interstate Bank
Montana
$37K -$197K -3,480 -85%
EFSCE
1042
Enterprise Financial Services Corp (EFSC)
Missouri
$37K -$3.46K -61 -9%
Carson Wealth (CWM LLC)
1043
Carson Wealth (CWM LLC)
Nebraska
$37K -$3.4K -60 -9%
ECM
1044
Estabrook Capital Management
New York
$36.7K
NSIM
1045
North Star Investment Management
Illinois
$36K -$31.7K -560 -48%
MMG
1046
Monetary Management Group
Missouri
$36K
MOS
1047
MGO One Seven
Ohio
$36K +$33.8K +596 New
MSFP
1048
Mark Sheptoff Financial Planning
Connecticut
$35K -$56.7K -1,000 -63%
HDIM
1049
Hanson & Doremus Investment Management
Vermont
$35K
QCG
1050
Quadrant Capital Group
Ohio
$35K +$9.01K +159 +30%

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.